Current Date script
Administrators - 457 Cooperative Administrators - Sub Heading

 

Available Funds

2009-2010

 

 

Participants may choose to place their funds in a managed portfolio or self direct their investments into any of the following funds.

 

 

Ticker

Fund Name

Signature

Capital Preservation

Conservative

Moderately Conservative

Growth

Agressive Growth

Individual

Mutual

Fund

BJBGX

Artio Tot Ret Bd A

12%

35%

35%

25%

12%

-

o

DFALX

DFA Large Cap Intl I

4%

-

5%

10%

10%

15%

o

DFEVX

DFA Emerging Mkts Value I

4%

-

5%

5%

5%

13%

o

DFLCX

DFA US Large Co I

20%

-

7%

10%

19%

10%

o

DFLVX

DFA US Large Value I

10%

-

8%

10%

10%

15%

o

DFSCX

DFA US Micro Cap I

-

-

-

-

0%

15%

o

DFSTX

DFA US Small Cap I

8%

-

-

5%

12%

10%

o

DFSVX

DFA US Small Value I

4%

-

-

5%

12%

10%

o

DISVX

DFA Intl Smal Cap Val I

8%

-

5%

5%

10%

12%

o

HABDX

Harbor Bond Instl

15%

15%

-

-

-

-

o

VTSMX

Vanguard Tot Stk

-

15%

-

-

-

-

o

WELLS4

Wells Fargo Stable Return Fund

15%

35%

35%

25%

10%

-

o

 

 

 

 

 

Total Limits Matrix

 

Calendar

Year

Maximums for Under Age 50

 

Maximums for Age 50 and Over

403(b)

457(b)

Total

403(b)

457(b)

Total

2009

$16,500

$16,500

$33,000

$22,000

$22,000

$44,000